2023 Form 5500 filing — Arcserve 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241121170419NAL0000473571001) for Arcserve 401(K) Plan, reported by Arcserve (Usa), LLC under EIN 47-1155028 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241121170419NAL0000473571001
Filing year
2023
Form type
2
Plan sponsor
Arcserve (Usa), LLC
EIN
47-1155028
Plan number
001
Location
Hermosa Beach, CA
Participants
381
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$23,978,034
Total liabilities (EOY)
$56,500
Net assets (EOY)
$23,921,534
Employer contributions
$709,025
Participant contributions
$1,586,932
Total income / additions
$6,415,077
Benefits paid
$4,407,334
Administrative expenses
$114,111
Total expenses
$4,521,445
Net increase / (decrease)
$1,893,632
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mercer (Us) Inc Mercer InvestmentsOTHER$80,151not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$27,186$0
Empower Advisory Group, LLCINVESTMENT MGMT$6,774not reported in the loaded dataset

Related Form 5500 pages